How big is Westheimer Vision Management, PA's plan?

Westheimer Vision Management, PA's plan reported $220K in assets and 10 participants for 2024.

Original filing (PDF)20250724165606NAL0014514066001

Westheimer Vision Management, PA

Name: Westheimer Vision Management, PA — Westheimer Vision, Form 5500 (2024)
Creator: Westheimer Vision Management, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westheimer Vision Management, PA 401(k) Plan

401(k) retirement plan · Westheimer Vision Management, PA's Westheimer Vision Management, PA 401(k) Plan held $220K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

Plan identifiers

Westheimer Vision Management, PA's EIN is 47-1639204.

EIN 47-1639204

Plan number 001

Plan year 2024

ACK ID 20250724165606NAL0014514066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Westheimer Vision Management, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Westheimer Vision Management, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTHEIMER VISION MANAGEMENT, PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score